Peter Mullin is Chairman of the Advisory Board and also recently served as Chairman Emeritus of MullinTBG, the nation’s largest independent executive benefits services and solutions provider prior to its sale to Prudential in October of 2008. Before forming MullinTBG in 2006, Mr. Mullin served as Chairman of Mullin Consulting, Inc., a leading non-qualified benefits firm he founded in Los Angeles in 1969. He is also co-founder and Chairman of the Board of M Financial Holdings Incorporated (M Financial), a network of independent firms serving the financial and life insurance needs of corporations, executives and affluent individuals. Mr. Mullin serves on numerous boards, including the Avery Dennison Corporation Board of Directors, the Gene Autry Heritage Museum National Advisory Board, the Guggenheim Foundation Advisory Board, the Hospital of the Good Samaritan and The UCLA Foundation Boards of Trustees. He is Chairman of The Music Center Foundation of Los Angeles, as well as past Chairman of the Board of Visitors of the John E. Anderson Graduate School of Management at UCLA. Mr. Mullin is also involved in the Archdiocese of Los Angeles, serving on the Board of Trustees and the Executive Committee of the Education Foundation.
Alexandria J. Albers is formerly a Managing Director of Morgan Stanley with a career spanning 33 years. Most recently she was the regional manager for Morgan Stanley Private Wealth Management group based in San Francisco. Ali joined the Firm in New York in 1980 in the Institutional Equity Division. She transferred to Institutional Equity sales in London in 1983. In 1993, Ali became Syndicate Manager in the Firm’s London-based Equity Capital Markets Group until assuming the role of Operations Officer for the European Institutional Equity Division. In 1996, Ali moved to Hong Kong to be Chief Operating Officer for the Far East Equity Division. She transferred to Firm Management in January 1998 as Chief Operating and Administrative Officer for the Asia Pacific; and, for Asia in September 2004. She was a member of the Firm’s Asia Executive Committee. Ali served on the International Women’s Forum, Hong Kong Chapter. She has served on the Board of Governors of the American Chamber of Commerce in Hong Kong. She has also served as a member of the Development Committee of the Hong Kong Art Festival and was invited to join their Executive Committee. She was appointed to the Hong Kong University of Science & Technology – School of Business and Management’s Corporate Advisory Board. In June 2010, she was elected to the Board of Trustees of Drew School of San Francisco. In 2008 and 2009, Ali was named as one of the Bay Area’s Most Influential Women in Business by the San Francisco Business Times. She lives in San Francisco with her daughter. Ali has a B.A. in Economics from George Washington University (1979).
Michael G. Balog is Managing Partner of Balog Capital Management, LLC. Michael graduated with a BS from the University of Pennsylvania, Wharton School of Business in 1981, with a concentration in Marketing and Decision Science. After several years as product manager for hardware IT at Harris Corporation, Carterfone Communications and Datastream Communications, he joined Montgomery Securities in 1986 as an Institutional Salesman. Michael was named a Principal of the firm in 1990, was near the top producers for nearly a decade, serving a host of the largest mutual funds, as well as the largest US hedge funds. After the merger with Nations Banks, then Banc of America Securities, in 1998, Michael was named head of Equity Product Marketing, and ultimately named to the Executive Management Committee at Banc of America Securities. He was a weekly contributor to both Fnn and CNBC live market programs. In 2002, he left Banc of America Securities to create Shoreline Asset Management, a family office fund format. In 2010, Michael joined Andor Capital Management as Principal and Portfolio Manager, and spun off Balog Capital, LLC in 2011. His fund maintains offices in Rye Brook, NY and Paris, France.
Erlend Bø has over 25 years of experience in the asset management industry. He has extensive experience working with foundations, endowments, nonprofits, ERISA plans, private family offices, and ultra-high net worth clients. He is formerly Head of Sales and Distribution and Managing Director at Angel Oak Capital Advisors, an Atlanta and New York based, fixed income specialist focused on securitized and corporate credit. Prior to Angel Oak, he worked at Trust Company of the West (TCW). TCW is a global asset management firm based in Los Angeles. He joined in 1998 as a regional sales representative and was promoted to National Sales Manager and Managing Director in 1991 and served in that role until 2012. Prior to TCW he worked at Smith Barney and Prudential Securities as a regional marketing representative. He earned a Bachelor of Engineering in Electronic and Electrical Engineering from the University of Surrey in Guilford, England and an M.B.A in Finance from San Francisco State University. He also attended the Wharton Business School, Executive Education Program. Erlend is a native of Norway and served as Palace Guard in the Norwegian Military. He is currently on the advisory board of Idlewood Partners and is a board member of the diRosa Art Gallery in Carneros, CA.
Michael E. Fisher retired as a Managing Director in 2007 from Barclay’s Global Investors. Previously, during a career spanning more than 40 years in financial services, he was affiliated with Northern Trust Company, Pacific Mutual Life and its subsidiary PIMCO, Chase Investors Management, Bankers Trust Company, Equitable LIfe and Strong Capital Management. Over the years he served as a director/trustee for a number of charitable organizations and currently is Chairman of the Board for his alma mater, Bryant University. He completed certificate programs in financial management at Stanford University and The Wharton School at the University of Pennsylvania.
Richard Gadbois is currently a Senior Advisor to Oakmont Corporation, a $2.5 Billion family office for Robert Day, where he has maintained an investment relationship since 1989. He is also an advisory board member with Main Management in San Francisco and co-founded the firm’s Core Endowment Portfolio with Kim Arthur in 2007. In addition, Richard is Chairman of HS Group, an Asian-focused hedge fund seeding firm, and a Director of Argyle Street Management, a distressed credit fund, both based in Hong Kong. Richard began his career at EF Hutton in 1980 and then opened the west coast office for the Corporate Executive Services Group at Prudential Securities in 1989. In 1994 Richard became a senior Vice President with Merrill Lynch where he advised insiders at public companies in the US and Europe. He retired from Merrill in 2001 with client assets of over $3 Billion. From 2001-2006 Richard was President and Co-Founder of Vantis Capital Management, a long-short equity fund with offices in Los Angeles and New York. From 2010-2013 he was CEO of Roth Asset Management. Richard graduated from the University of California, Santa Barbara with a BA in Economics. He has served as Director of several public companies and charitable organizations over the last 20 years. Richard is also a Founder and Trustee emeritus of the Sage Hill School.
H. Robert Heller, a former Governor of the Federal Reserve System and President of VISA U.S.A., has had a distinguished career in business, government and education. After obtaining his Ph.D. in economics from the University of California at Berkeley, he began his career as a professor of economics at UCLA. He then became Chief of the Financial Studies Division of the International Monetary Fund in Washington DC. After that, he joined Bank of America in San Francisco as Senior Vice President and Director of International Economic Research. Mr. Heller was appointed by President Reagan as a Member of the Board of Governors of the Federal Reserve System. At the Federal Reserve he served as the Administrative Governor with responsibility for the overall management of the Federal Reserve Board. He also served as Chairman of the Committee on Bank Supervision and Regulation, as Vice-Chairman of the Federal Financial Institutions Examination Council, and as the U.S. delegate to the Economic Policy Council of the OECD in Paris. Returning to the private sector, he joined VISA International as Executive Vice President for Finance, Risk Management, Audit and Security. Two years later, he was elected President and CEO of VISA USA., with overall responsibility for the nation’s largest retail card payments system. Under his leadership VISA acquired the PLUS and INTERLINK systems. Most recently, he was a member of the Board of Directors and Executive Vice President of the Fair Isaac Corporation (FIC), the world’s leading credit analysis firm. He also served as as Chairman of the Board of Directors of Marin General Hospital. He is a member of the Board of Directors of Sonic Automotive Inc. (NYSE), Bank of Marin (NASDAQ) and the Eton Corporation. He also serves on the Advisory Board of PAX Scientific. He has published seven books and hundreds of articles and is a frequent guest commentator on CNBC and Bloomberg. He also serves currently as the Commodore of The San Francisco Yacht Club.
Robert Muh was a co-founder of Sutter Securities Incorporated. From August 1984 to June 1987, Mr. Muh was a senior managing director in charge of the San Francisco region of Bear, Stearns & Co., Inc. Mr. Muh supervised the overall business development and operations of 200 professionals and staff. Bear Stearns’ activities in San Francisco included corporate finance, retail brokerage, institutional sales, fixed income sales, public finance and real estate in northern California and the Pacific Northwest. He joined Bear Stearns in 1978 as head of the Los Angeles regional corporate finance department where he built the firm’s largest corporate finance office outside of New York. He became a general partner of Bear Stearns in 1982. He was chairman of Newburger, Loeb & Co., Inc. a New York Stock Exchange member firm, from 1970-1972 and with McKinsey & Co., management consultants, from 1966-1969. Bob is a Life Trustee Emeritus of the Massachusetts Institute of Technology and a trustee of the Culinary Institute of America. He is a former chair of both the FINRA District Committee for District 1 (Northern California, Northern Nevada and Hawaii) and the FINRA Small Firm Advisory Board. In September 2016, Bob was elected to the FINRA Board of Governors. He has also served as a director of more than 20 public and private companies. Mr. Muh has a bachelor’s degree from the Massachusetts Institute of Technology and both an MBA and a Master of Philosophy degree from Columbia University. While at Columbia, Mr. Muh was an Adjunct Assistant Professor of Finance. He is currently an Adjunct Professor at the University of San Francisco Law School.